COVID 19 UPDATE: Burke & Casserly, P.C. is now seeing clients on-site. However, we will also continue to conduct meetings via video conferencing or telephone whenever possible. We require, and appreciate, all visitors who are not vaccinated to please continue to wear face masks throughout your visit with our office team. Thank you!

ESTATE PLANNING PRESENTATION

Timothy Casserly will host an estate planning presentation Thurs., Sept. 21 at 3 p.m. at The Summit at Saratoga (1 Perry Road, Saratoga Springs). 

He will address the importance of planning for your lifetime and the possibility of incapacity, as well as planning to leave your family a financial legacy. 

“Regardless of any long-term care needs, the goal of any estate plan is to achieve your objectives while limiting tax liability, complications, time, and expense,” said Timothy Casserly, the firm’s co-founder. “We will discuss how to preserve your assets, avoid probate, avoid taxes, and ensure that your wealth transitions seamlessly to the next generation.”

The presentation is free and open to the public. Seating is limited. Reserve your place by calling (518) 430-2136, or emailing rebeccad@summitsaratoga.com. Light refreshments will be served. For directions to the community, visit summitsaratoga.com/contact-us.html

Client Reviews
★★★★★
“Burke & Casserly has been our family attorney for 30 years. They have been there for all aspects of law from real estate transactions to wills and planning. Much of our family's success can be linked back to good legal advice from this firm. We highly recommend them!” Anonymous
★★★★★
"My wife and I have used Tim and his firm for a number of years. He has provided support in the area of elder care services for my elderly mother, our personal estate planning and real estate transactions. We have always been well served by Mr. Casserly and his staff. They are attentive to our needs, timely in their service and thorough in their efforts. We strongly recommend Tim and the firm of Burke & Casserly!" John
★★★★★
"Tim and his firm recently navigated our family through a difficult lawsuit during a large real estate transaction. He lead the way with conviction and tenacity. His perseverance kept us out of court leading to the eventual closing of a property that has changed the lives of many. Tim is not just a great lawyer, he is a nice guy who is easy to talk and down to earth." Carl
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